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Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
651
Fairfield Financial Advisors
Massachusetts
$7.47K – – –
FSWA
652
Financial Synergies Wealth Advisors
Texas
$7.41K – – –
WAS
653
Winch Advisory Services
Wisconsin
$7K +$56 +1 +0.9%
WIM
654
Westside Investment Management
California
$6.63K – – –
JWA
655
JFS Wealth Advisors
Pennsylvania
$6.52K -$615 -11 -9%
CFD
656
Creative Financial Designs
Indiana
$6.2K +$3.36K +60 +118%
AWM
657
Abound Wealth Management
Tennessee
$6.13K +$5.59K +100 +1,000%
OLVIG
658
Oliver Lagore Vanvalin Investment Group
Michigan
$6.11K +$56 +1 +0.9%
TFGT
659
TS Financial Group (TSFG)
Illinois
$6K -$504 -9 -8%
ADL
660
Asset Dedication LLC
California
$6K – – –
FPB
661
First PREMIER Bank
South Dakota
$6K – – –
SHIM
662
Stone House Investment Management
Pennsylvania
$5.59K – – –
SCA
663
Stonebridge Capital Advisors
Minnesota
$5.57K – – –
TWD
664
True Wealth Design
Ohio
$5.57K – – –
HT
665
Headlands Technologies
Illinois
$5.29K -$35.3K -631 -87%
BFEC
666
Benjamin F. Edwards & Company
Missouri
$5K – – –
SL
667
Salomon & Ludwin
Virginia
$4.85K +$4.87K +87 New
AAG
668
Armstrong Advisory Group
Massachusetts
$4.68K – – –
AF
669
Advisornet Financial
Minnesota
$4.53K -$280 -5 -6%
AFS
670
Annapolis Financial Services
Maryland
$4.46K – – –
BC
671
Barrett & Company
Rhode Island
$4.46K – – –
NSG
672
Nalls Sherbakoff Group
Tennessee
$4.46K – – –
VWM
673
Valley Wealth Managers
New Jersey
$4.46K – – –
WOSD
674
WFA of San Diego
California
$4.18K – – –
IFAM
675
Institutional & Family Asset Management
Colorado
$3.96K -$1.12K -20 -22%
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